Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.